The Private Finance Society Private Finance Awards 2024/25 are actually open for entry, embody prestigious awards for Chartered Monetary Planner of the Yr and Chartered Monetary Planning Agency of the Yr.
The awards recognise excellence throughout the non-public finance career and are a possibility to showcase success, and rejoice these striving to ship distinctive shopper outcomes.
In the meantime AAB Wealth in Aberdeen gained the Chartered Monetary Planning Agency of the Yr.
Entries for this 12 months’s awards shut on 9 July and the winners will likely be introduced in October. The judging course of contains impartial assessment from technical specialists, and a panel of sector practitioners and specialists appointed by the PFS, representing data and expertise from throughout the business.
The Private Finance Information Outlet of the Yr award – which Monetary Planning Immediately was short-listed for in 2023 – is voted for by PFS members.
Anthony Ward, president of the PFS, mentioned: “The PFS Private Finance Awards are an exquisite alternative to recognise the outstanding companies and people who’re driving our career forwards with their continued dedication to excellence.
“It’s a nice honour to rejoice the distinctive work and achievements of PFS members, and we stay up for receiving entries from throughout the nation for this prestigious occasion.”
The Private Finance Awards have been established in 2009 to supply winners the good thing about elevated credibility throughout networks, stronger consumer relationships, and the power to draw new expertise.
Award Classes
- Chartered Monetary Planner of the Yr
- Chartered Monetary Planning Agency of the Yr
- Retirement & Later Life Recommendation Specialist of the Yr
- Funding Recommendation Specialist of the Yr
- Equality, Range & Inclusion Champion of the Yr
- Paraplanner of the Yr
- Schooling Champion of the Yr
- Media Award: Private Finance Information Outlet of the Yr
- Mortgage and Safety Recommendation Specialist of the Yr Award
Full particulars of the Awards, together with info on the best way to enter, will be discovered right here.
